NCTWX Mutual Fund

NCTWX Mutual Fund

NAV$31.96
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.53%
3 Months
+10.70%
6 Months
+2.08%
YTD
+1.84%
1 Year
-0.87%
3 Years (annualized)
+4.87%
5 Years (annualized)
+2.56%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCTWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+10.82%
vs Peers
-8.98%

NCTWX Mutual Fund Performance

NCTWX performance across multiple time periods: 1-month 3.53%, YTD 1.84%, 1-year -0.87%, 3-year 4.87%, 5-year 2.56%, 10-year 9.63%.

NCTWX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

NCTWX performance comparison shows side-by-side returns with another fund. NCTWX alternatives are available in the Mutual Fund Screener.